13 min read
Nicholas Tucker: May 26, 2026
Reducing owner dependency increases RIA sale value because buyers pay for transferable entities and scalable cash flows that don't collapse when the...
18 min read
Nicholas Tucker: May 19, 2026
Communicating an advisory firm sale to clients should never wait until after the deal closes. A staged, proactive communication plan builds trust,...
11 min read
Todd Doherty: May 12, 2026
Preparing your advisory firm for buyer due diligence requires assembling clean financial statements, organizing operational records, documenting...
14 min read
Anthony Whitbeck, CFP®, CLU®: May 5, 2026
Most financial advisors who sell their practice make at least one costly mistake, and many make several. The most damaging include waiting too long...
19 min read
Alan Salomon, CPA/ABV, CVA: April 28, 2026
A certified business appraisal becomes important when the value of an advisory firm must be reviewed by a third party. Attorneys, CPAs, courts,...
13 min read
Todd Doherty: April 21, 2026
Broker-dealer networks face a growing succession challenge. Advisors need practice valuations for succession planning, M&A conversations, liquidity...
19 min read
Alan Salomon, CPA/ABV, CVA: April 14, 2026
Most financing requests stall because the valuation report doesn't answer the questions lenders actually ask. A practice might be worth $2 million,...
13 min read
Alan Salomon, CPA/ABV, CVA: April 7, 2026
Two advisory firms can generate the same annual revenue and still produce different valuation outcomes. The reason often comes down to revenue mix:...
10 min read
Todd Doherty: March 25, 2026
Earnouts have become a defining feature of advisory M&A, with recent industry data showing that 18% of private target acquisitions in the latest...
